After a concentrated effort to understand our current financial needs as well as our needs for the…read morefuture on our own, we realized we needed professional guidance. For years my wife and I have been searching for a personal financial planner. The reason it has taken so long is that we couldn't find an individual and a company that shared our same faith based values. I'm not saying we were looking for an individual who shared our same religion. We were looking for an individual who shared our family values, who also was able to communicate clearly an understanding about our particular financial situation. Derek Miser with his associates have demonstrated a keen understanding of our needs and goals. Derek's personal attention and feedback both written and through numerous phone conversations and personal visits have made all the difference. Derek is honest, knowledgeable and an all around great guy. If my parents were still living, we would have recommend Derek to them. We have referred our grown children to Derek. That should tell you the tremendous confidence we have in him and his company.

From the owner: Miser Wealth Partners is a family office financial advisory firm. Our primary focus is to first…read moreunderstand your current reality and listen to your concerns and wishes for the future of your family's wealth. We realize you may have a financial advisor or planner, a tax attorney, accountant, real estate agent, health care advocate, insurance specialist, but when was the last time all of them on a daily-basis were collaborating on your behalf? That is what Miser Wealth Partners delivers to our clients. Our staff is comprised of those with their Masters in Tax Law, CFP, MBA, CPA and JD designations. The lives of our clients are monitored on a daily basis. Their heirs are educated about our work with their benefactors, so we can create seamless wealth transitions that are optimized on behalf of our clients in accordance with their unique goals in mind.

Terrific option if you need/want a personal financial advisor manager. I think the EJ model has an…read moreextremely high fee structure which didn't work for me but may not be an issue for some

We have been with Integrity Wealth Services for about 7 years. Paul Ragone has been a very…read moretrustworthy, confident, and knowledgeable person to handle all of our retirement investments. We didn't know where to turn when we were getting ready to retire. Paul was suggested to us by a friend. We met in his office the first time where he explained how he works and how he would reinvest our retirement to most benefit us. We were very comfortable with him and we would highly recommend Integrity Wealth Services to anyone in need of financial planning.

Hello, I am a new client of Integrity Wealth Services …read more I'was very afraid as I have done nothing like this before. I will say moving my 401 K was terrifying !! The most wonderful experience was that Mr Paul Ragone comforted me with his knowledge and expertise!!! If you want the best possible job done then run here as fast as you can!! There is no time to waste in the times we are in NOW!!! Most Sincerely, Mary Ann Moore

My husband and I have been clients of Travis Cullman at Southwestern Investment Group since…read moreFebruary 2019. We can't say enough good things about him and all the staff at Southwestern Investment Group. Not only is he extremely knowledgable, but he has the heart of teacher and takes the time to explain his recommendations and why the recommendations would be beneficial for our financial planning. He also offers a wholistic approach to our finances. He helped us update our wills by connecting us with an attorney. His skills shine when it comes to taxes and investing. He works closely with an accountant and all investment decisions take into account tax benefits/consequences. We have been so happy with him and Southwestern Investment Group that we recommend them to everyone we know. My parents vetted him and made the move to become his clients. One of my closest friends also vetted his group and became a client. It's also important to note that Southwestern Investment Group is a fiduciary. That's a fancy word to describe that they do not get commissions for selling specific investments. Rather, they work for each individual client and make recommendations based on what's best for the client. If you are looking for a trust worthy company to help you reach your financial planning goals, look no further than Southwestern Investment Group.

From the owner: From our humble beginnings in 2002 to today, we continuously take an integrated, long-term approach…read moreto help you plan your financial life and build wealth. We deliver more than help with investment decisions. We take the time to know and understand your entire financial picture while providing time-tested and steadfast money-management strategies that will help you reach the goals that matter to you.

Great guys to work with! I trust them with all my financial investment planning needs.read more

From the owner: You will never be treated as "number" at WealthSource Your financial success is our first priority…read more As Fiduciaries, we will never sell you services or products you do not absolutely need. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of success for years.

Awesome service very knowledgeable saved me money on taxes. Future taxes are set up so I can pay as…read morefew taxes as able

From the owner: We treat our clients like part of our family. Some services we provide are:…read more IRS Representation Tax Preparation Maximizing Your Deductions Tax Planning for Big Savings Protection for Wage Garnishments Payroll Tax Protection Bankruptcy Options that Work And More!